Jamie Edwards is a financial advisor at Ameriprise with Series 63 and Series 66 credentials. He has been with Ameriprise since 2024 and has prior experience in education, including roles at Fairfield University and Darien Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Nick Dematteis is a financial advisor with Ameriprise in New Rochelle, NY, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory work, he is the owner of ZPD Holding LLC, a holding company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement income advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Marco Trombetta is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, he worked with the New York Yankees and held positions at Fordham University and Fordham Prep. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on income reliability and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Faro is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, Faro is the founder of Lighthouse Beacon, LLC and serves on the Board of Directors for the Yale Swimming & Diving Association as well as the Yale Alumni Schools Committee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-supported methods to generate personalized retirement income recommendations.